Institutional Ownership
Northern Lts Fd Tr II
CUSIP 664925880WEITZ CORE PLUSWCPBQ1 2026
Institutional Holders
15
13F filers
Shares Held
5.67M
Aggregate institutional
Institutional Value
$143.54M
Q1 2026
Net New Holders
+6
7 new · 1 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions7
Increased7
Decreased1
Sold out1
Institutional Holders
15 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | New Perspectives, Inc | 2.87M | $72.50M | +87.6K | Added |
| 2 | Smi Advisory Services, LLC | 814.0K | $20.62M | +88.4K | Added |
| 3 | Clear Trail Advisors, LLC | 582.9K | $14.74M | +582.9K | New |
| 4 | Pfw Advisors LLC | 332.7K | $8.41M | +332.7K | New |
| 5 | Stapp Wealth Management, Pllc | 321.1K | $8.12M | +321.1K | New |
| 6 | Lexaurum Advisors, LLC | 192.9K | $4.88M | +192.9K | New |
| 7 | Farther Finance Advisors, LLC | 180.5K | $4.56M | −4.9K | Reduced |
| 8 | Sigma Planning Corp | 129.6K | $3.28M | +3.9K | Added |
| 9 | Rainier Family Wealth Inc | 83.5K | $2.11M | +63.1K | Added |
| 10 | Hightower Advisors, LLC | 62.9K | $1.59M | +62.9K | New |
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